Ring Mountain Capital’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Ring Mountain Capital’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.38M	Sell	27,988 -1,083	-4%	-$56.4K	0.76%	29
2025 Q4	$1.58M	Sell	29,071 -879	-3%	-$46.8K	0.81%	28
2025 Q3	$1.61M	Buy	29,950 +11	+0%	+$583	0.89%	24
2025 Q2	$1.57M	Sell	29,939 -165	-0.5%	-$8.17K	0.96%	24
2025 Q1	$1.5M	Buy	30,104 +1,967	+7%	+$98.7K	1.13%	23
2024 Q4	$1.36M	Buy	+28,137	New	+$1.36M	0.91%	26

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ring Mountain Capital's XLF Position: Q1 2026 in Review

Ring Mountain Capital reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.7% in Q1 2026, selling an estimated $56.4K and leaving 27,988 shares worth $1.38M. The position accounts for 0.76% of the portfolio, ranked #29.

Ring Mountain Capital first reported a position in XLF in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.61M in Q3 2025. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Ring Mountain Capital held 27,988 shares of State Street Financial Select Sector SPDR ETF worth $1.38M as of Q1 2026.
Ring Mountain Capital sold 1,083 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $56.4K.
State Street Financial Select Sector SPDR ETF made up 0.76% of Ring Mountain Capital's portfolio in Q1 2026, its #29 holding.
Ring Mountain Capital first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Ring Mountain Capital's State Street Financial Select Sector SPDR ETF position peaked at $1.61M in Q3 2025.
1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Ring Mountain Capital's 13F filing for Q1 2026, filed 1 May 2026.